See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,656 | $78,672-3.8% | $109,143-30.7% | $85,850-11.9% |
| Participation rate | 47.6% | 68.3%-20.7pp | 75.9%-28.3pp | 69.3%-21.7pp |
| Annual return | 13.88% | 25.09%-11.2pp | 25.75%-11.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,209 | $2,735-19.2% | $3,722-40.6% | $2,565-13.9% |
| Participant deferral / active EE | $5,522 | $3,467+59.3% | $4,653+18.7% | $3,952+39.7% |
| Admin fee / account holder | $8,594 | $5,469+57.1% | $6,752+27.3% | $6,260+37.3% |